Apr

    Handling An Inherited IRA

    12 PM GMT

    For many clients, IRAs and other retirement accounts are a significant asset. Maximizing these benefits after death means knowing what steps to take, and when to take them.

     

    This program will cover how to maximize the value of inherited IRAs, including:

          Critical Deadlines;

          What makes stretch distributions so valuable;

          How to orchestrate the transfer to an Inherited IRA;

          What trustees need to know; and

          Surviving spouses.

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    Event Details

    Format

    Web

    Date

    Apr 21, 2015

    2015-04-21T12:00:00.000Z 2015-04-21T13:30:00.000Z Handling An Inherited IRA

    For many clients, IRAs and other retirement accounts are a significant asset. Maximizing these benefits after death means knowing what steps to take, and when to take them.

     

    This program will cover how to maximize the value of inherited IRAs, including:

          Critical Deadlines;

          What makes stretch distributions so valuable;

          How to orchestrate the transfer to an Inherited IRA;

          What trustees need to know; and

          Surviving spouses.

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